See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $204,629 | $138,347+47.9% | $184,203+11.1% | $80,856+153.1% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.6%+32.4pp |
| Annual return | 15.90% | 20.02%-4.1pp | 28.81%-12.9pp | 35.59%-19.7pp |
| Employer contribution / active EE | $3,098 | $4,850-36.1% | $6,427-51.8% | $2,755+12.5% |
| Participant deferral / active EE | $2,826 | $7,071-60.0% | $9,131-69.1% | $4,296-34.2% |
| Admin fee / account holder | $10,458 | $10,483-0.2% | $13,901-24.8% | $6,918+51.2% |